CPI, Q3 Household Debt and Credit
at Calculated Risk on 11/12/2024 07:46:00 PM Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Wednesday:• At 7:00 AM ET, The Mortgage Bankers Association (MBA) will…
at Calculated Risk on 11/12/2024 07:46:00 PM Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Wednesday:• At 7:00 AM ET, The Mortgage Bankers Association (MBA) will…
Consistent with expansionary fiscal policy plus tariffs hitting a non-passive Fed reaction function. Figure 1: TIPS constant maturity 5 year yield (blue), five year breakeven (Treasury minus TIPS) (red), both…
What else would one expect from expectations of expanded budget deficits, higher incipient inflation in the context of a Taylor rule reaction function, when the currency is safe have asset?…
at Calculated Risk on 11/12/2024 02:00:00 PM From the Federal Reserve: The October 2024 Senior Loan Officer Opinion Survey on Bank Lending Practices The October 2024 Senior Loan Officer Opinion…
at Calculated Risk on 11/12/2024 12:03:00 PM This graph shows heavy truck sales since 1967 using data from the BEA. The dashed line is the October 2024 seasonally adjusted annual…
at Calculated Risk on 11/12/2024 09:26:00 AM Today, in the Calculated Risk Real Estate Newsletter: 2nd Look at Local Housing Markets in October A letter excerpt: NOTE: The tables for…
Tuesday: • At 6:00 AM ET, NFIB Small Business Optimism Index for October. • At 2:00 PM, Senior Loan Officer Opinion Survey on Bank Lending Practices (SLOOS) for October.
Former Senator Toomey (Politico): “We have a recession coming. That’s what the response would be from a full-blown trade war would precipitate,” Toomey said, referring to the president-elect’s trade proposals.…
at Calculated Risk on 11/11/2024 02:28:00 PM Today, in the Calculated Risk Real Estate Newsletter: Watch Months-of-Supply! A letter excerpt: Both inventory and sales are well below pre-pandemic levels, and…
Answers: No. No. No. Figure 1: Net exports in bn.Ch.2017$ SAAR (blue, left scale), nominal as share of GDP (tan, right scale). NBER defined peak-to-trough recession dates shaded gray. Source:…